CIMDX Mutual Fund
CIMDX Mutual Fund
NAV$17.27
AUM$61M
TER0.95%
Holdings29
See how much of CIMDX you already own
CIMDX Mutual Fund
NAV$17.27
CLARKSTON FOUNDERS FUND Institutional Class
AUM$61M
TER0.95%
Holdings29
See how much of CIMDX you already own
CIMDX Mutual Fund Overlap Analysis
CIMDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CIMDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 29 holdings, CIMDX may share significant positions with broad-market funds.
CIMDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CIMDX tax-loss harvesting finds highly correlated but non-identical funds.